Reports & AnalyticsUpdated May 2026

Run a Report

How to configure and run a report in Tetri Copilot.

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Overview

Running a report involves selecting the report type, configuring the parameters, and clicking Run. Most reports can be filtered by date range, customer, or category.

Steps to Run a Report

  1. 1

    Go to Reports in the sidebar.

  2. 2

    Click on the report you want to run.

  3. 3

    Set the date range (start date and end date).

  4. 4

    Apply any additional filters (customer, category, status, etc.).

  5. 5

    Click Run Report.

  6. 6

    The results appear below. Scroll down to see the full report.

  7. 7

    Click Export to download the report in your chosen format.

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